The Forehand Agency seeks a remote-friendly inside sales representative to support account growth by assessing customer needs, proposing tailored life and health insurance solutions, and closing business through high-volume inbound and outbound outreach. This role emphasizes consultative selling, accurate recordkeeping, and consistent professional service within a small, collaborative team. Candidates from diverse backgrounds, recent graduates, and career changers are encouraged to apply.
Key responsibilities:
- Conduct high-volume outbound outreach using a consistent, consultative customer-experience methodology.
- Qualify leads, perform needs assessments, present tailored life insurance options, and close sales aligned with customer objectives.
- Pursue upsell, cross-sell, and retention opportunities to maximize account value and revenue growth.
- Manage and advance pipeline activity to meet daily, weekly, and monthly sales and conversion targets.
- Aim for first-call resolution by troubleshooting, coordinating timely follow-up, and escalating issues as needed.
- Accurately document interactions, opportunities, and outcomes in CRM and contact-center systems to maintain reliable account records and forecasts.
- Participate in structured onboarding, licensing support, ongoing sales training, and regular coaching; collaborate with teammates to refine outreach strategies and messaging.
Required qualifications:
- Minimum age 18.
- Current state life and health insurance license, or willingness and ability to obtain and maintain required licensure (licensing support provided).
- Dependable, coachable, and motivated by commission and performance-based incentives.
- Clear and professional verbal and written communication skills with a strong customer-service orientation.
- Comfortable using PC applications and able to quickly learn contact-center, CRM, and sales productivity tools.
- Able to multitask and maintain productivity in a fast-paced, high-volume sales environment.
Preferred qualifications:
- Prior telesales, inside sales, or customer-service experience.
- Demonstrable aptitude for consultative selling and closing.
- Experience working remotely and managing a personal schedule to meet activity and revenue targets.
Performance expectations:
- Meet or exceed established targets for sales, conversion rates, customer satisfaction, and productivity.
- Maintain accurate CRM records and pipeline visibility to support forecasting and territory management.
- Demonstrate responsiveness to coaching and continuous improvement and readiness for increased responsibility.
What we offer:
- Remote-friendly work-from-home arrangement with flexible scheduling to support work-life balance.
- Competitive, performance-based commission and incentive structure with regular recognition and short-term contests.
- Structured onboarding, hands-on sales training, and licensing support to accelerate ramp-up and earning potential.
- Supportive, collaborative team culture within an agency focused on professional development and clear advancement pathways.
- Health and wellness benefits and ongoing opportunities for professional growth.